POET TechnologiesPOET
POET
About: POET Technologies Inc is a design and development company offering high-speed optical engines, light source products, and custom optical modules to the artificial intelligence systems market and hyperscale data centers. Its integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. POET's Optical Interposer platform also solves device integration challenges across a broad range of communication, computing, and sensing applications. The company operates geographically in the United States, Canada, Singapore and China.
Employees: 90
0
Funds holding %
of 7,428 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1,101% more call options, than puts
Call options by funds: $37.1M | Put options by funds: $3.09M
290% more capital invested
Capital invested by funds: $11.2M [Q1] → $43.8M (+$32.6M) [Q2]
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
5.73% more ownership
Funds ownership: 4.19% [Q1] → 9.91% (+5.73%) [Q2]
0% more funds holding
Funds holding: 48 [Q1] → 48 (+0) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for POET.
Financial journalist opinion
Based on 6 articles about POET published over the past 30 days
Neutral
GlobeNewsWire
20 hours ago
POET Technologies to Proceed with Voluntary Delisting from TSXV
No change to Nasdaq listing; common shares continue to be listed under symbol "POET" No change to Nasdaq listing; common shares continue to be listed under symbol "POET"
Positive
Seeking Alpha
1 day ago
Light At The End Of The AI Bottleneck: Pre-Commercial Poet Technologies Stock Is Buyable
Electronic semiconductors, systems on chips, miniaturization, more power squeezed into smaller spaces, etc., are amazing. However, they're still not all that. As powerful as modern electronics has become, it isn't all powerful. As we need more, we'll need to work with light (protons) to take us where electricity (electrons) can't go. Poet Technologies (POET) will help get us there. Using light is harder than electronics. But POET is developing the “semiconductorization” of photonics, to make it practical.
Negative
Seeking Alpha
4 days ago
POET Technologies: A Risky Bet That Might Be Waking Up
POET Technologies Inc. is in a booming AI optical chip market but lacks steady, repeatable product sales to justify its high valuation. Revenue growth is driven mainly by one-off engineering projects, not consistent product sales, and cash burn remains high, funded by frequent share dilution. Despite operational progress and new partnerships, POET stock fundamentals are speculative with negative earnings, high multiples, and no clear path to profitability yet.
Positive
Seeking Alpha
4 days ago
POET Technologies: Revenue Inflection Still On Track, But A Takeover Could Change Its Landscape
POET is well-positioned to receive its first purchase order later this year, with the Malaysia facilities undergoing qualification and receiving customer visits. POET's 61% sequential non-recurring engineering revenue spike signals heightened interest in its technology. POET could be a takeover target for Coherent after two recent appointments of former Coherent executives coincided with the latter demonstrating a 1.6T optical transceiver.
Positive
24/7 Wall Street
1 week ago
3 Hidden Semiconductor Stocks Set to Follow NVIDIA's Path
Investors have mostly been buying the most popular semiconductor stocks.
Neutral
GlobeNewsWire
2 weeks ago
POET Technologies Reports Second Quarter 2025 Financial Results
TORONTO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today reported its unaudited condensed consolidated financial results for the second quarter ended June 30, 2025. The Company's financial results as well as the Management Discussion and Analysis have been filed on SEDAR+. All financial figures are in United States dollars (“USD”) unless otherwise indicated.
Positive
Seeking Alpha
1 month ago
POET Technologies: Ready For A Fortuitous Next 12 Months
I am reiterating my Strong Buy rating on POET Technologies, as the stock has appreciated 49% since my initial recommendation. AI-driven data center demand is set to grow 19–22% annually, with AI-optimized facilities expanding at 33% per year until 2030. Current copper interconnects can't meet AI's bandwidth needs; optical connectivity, like POET's patented interposer, is positioned to gain market share.
Neutral
GlobeNewsWire
1 month ago
POET Technologies Completes Previously Announced US$25M Non-brokered Public Offering
TORONTO, July 17, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Corporation") (TSXV: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, is pleased to announce that it has completed its previously announced non-brokered public offering of an aggregate 5,000,000 units of the Corporation (the "Units") at a price of US$5.00 per Unit for aggregate gross proceeds to the Corporation of US$25,000,000 (the "Offering"). Each Unit is comprised of one common share of the Corporation (each, a "Common Share") and one common share purchase warrant of the Corporation (each whole common share purchase warrant, a "Warrant"), with each Warrant being exercisable to acquire one Common Share at an exercise price of C$8.16 for a period of five years from the date of issuance.
Positive
Seeking Alpha
1 month ago
POET Technologies: The Rare Confluence Of Fundamentals And Technicals
POET Technologies stock is up 31% this week, driven by a 15% run on July 10th, after management shared a newsletter highlighting its progress and its closeness to generating revenues. POET's agreement with NationGate aligns with Nvidia potentially being a key POET customer. After the latest two capital raises this year, POET Technologies has access to more than $280.8 million in cash.
Neutral
GlobeNewsWire
1 month ago
POET Technologies Announces Appointment of Sohail Khan as Director
TORONTO, July 08, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, today announced the appointment of Sohail Khan as director and member of the Corporate Governance & Nominating Committee. Mr. Khan's appointment was effective as of Monday, July 7, 2025 and, along with the incumbent five directors of the Company, he will serve until the next annual meeting of shareholders of the Company or until his successor is duly elected or appointed.
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